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Avatar CWS 2024 Update 33

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2024 Monthly Release 2024.01.01
RADplus 2024 Monthly Release 2024.01.01

Product Update Description

The following issues are resolved: 1) An issue in 'Progress Notes' forms that may prevent service fields from being updated when filing a note for an 'Existing Service'. 2) An issue in 'Progress Notes' forms that may cause the 'Service Duration' field to become enabled for 'Independent Notes' when other fields are entered.

Required Updates

None

Included Updates

17

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Progress Notes - 'Service Duration' field
Ensure the 'Service Duration' field does not become enabled for 'Independent Notes' in Progress Note forms. KB0075409 v0.01
Topics
• Progress Notes
 
Progress Notes - 'Service Status' field
Ensure the 'Service Status' field is updated as expected when filing Progress Notes for an existing service. KB0076383 v0.01
Topics
• Chart View • Group Progress Notes • Progress Notes • Web Services
 
Acceptance Tests
AV-93062 Summary | Details
Progress Notes - 'Service Duration' field
Scenario 1: Progress Notes (Group and Individual) - File an independent note
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • 'Progress Notes (Group and Individual)' must have document routing enabled.
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • A practitioner must be associated with the logged-in user (Practitioner A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Independent Note" in the 'Progress Note For' field.
  5. Validate the 'Service Duration' field is disabled.
  6. Select the desired value in the 'Note Type' field.
  7. Enter the desired value in the 'Notes Field'.
  8. Enter any value in the 'Recommended Decision Aids' field.
  9. Validate the 'Service Duration' field is disabled.
  10. Populate any other required or desired fields.
  11. Select "Final" in the 'Draft/Final' field.
  12. Click [Submit Note].
  13. Validate a 'Confirm Document' dialog is displayed.
  14. Click [Accept].
  15. Enter the password associated with the logged-in user and click [Verify].
  16. Validate a 'Progress Notes' dialog stating: "Note Filed. Do you want to return to the Progress Notes form?" and click [No].

2. Select "Client A" and navigate to the 'All Documents' view.

  1. Select 'All Forms'.
  2. Select "Progress Notes (Group and Individual)" from the 'Form Description' field.
  3. Validate that the note from the previous steps is present and select it.
  4. Validate the progress note displays as expected in the 'Console Widget Viewer'.
Topics
• Progress Notes
AV-94664 Summary | Details
Progress Notes - 'Service Status' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
Scenario 1: Validate the Chart View for Existing Service Progress Notes
Specific Setup:
  • The 'Fields to Include in Client Charge Input' registry setting must have "6" selected for 'Service Status'.
  • Service status(es) must be defined in the 'Service Status Maintenance' form.
  • A client must be enrolled in an existing episode and have an existing service (Client A).
  • The existing service must have 'Service Status' populated.
  • 'Progress Notes (Group and Individual)' must be added to the Chart View.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Enter "Client A" in the 'Select Client' field.
  3. Select the desired value in the 'Select Episode' field.
  4. Select "Existing Service" in the 'Progress Notes For' field.
  5. Select the existing service for "Client A" in the 'Note Addresses Which Existing Service/Appointment' field.
  6. Select any value in the 'Note Type' field.
  7. Enter any value in the 'Notes Field' field.
  8. Validate the 'Service Status' field contains the value filed with the service.
  9. Clear the value in the 'Service Status' field.
  10. Select "Final" in the 'Draft/Final' field.
  11. Click [File Note].
  12. Validate a "Progress Notes" message is displayed stating: Note Filed.
  13. Click [OK] and close the form.
  14. Double click on "Client A" in the 'My Clients' widget.
  15. Validate the 'Chart View' is displayed for "Client A".
  16. Select 'Progress Notes (Group and Individual)' from the left-hand side.
  17. Validate the Existing Service note filed in the previous steps is displayed.
  18. Validate the 'Progress Note For' field contains "Existing Service".
  19. Validate the 'Note Type' field contains the note type selected in the previous steps.
  20. Validate the 'Notes Field' field contains the value entered in the previous steps.
  21. Validate the 'Practitioner' field contains the practitioner associated to the service for Client A.
  22. Validate the 'Date of Service' field contains the date of the service for Client A.
  23. Validate the 'Service Program' field contains the service program selected when creating the service.
  24. Validate the 'Service Charge Code' field contains the service code used when creating the service.
  25. Validate the 'Location' field contains the location of the service.
  26. Validate the 'Service Status' field is not displayed.
  27. Validate the 'Draft/Final' field contains "Final".
  28. Close the chart.
Topics
• Chart View • Group Progress Notes • Progress Notes